What are the 20 15 restructuring concept stocks?

This week, the A-share market is unpredictable. In one fell swoop, it experienced the spectacle of plunging and melting, closing ahead of schedule, and a thousand shares falling. The theme concept stocks have all turned off, and only the concept of mergers and acquisitions stands out. In a green screen environment, many restructuring concept stocks rose against the market, and their strong stock price performance and enhanced restructuring expectations attracted active speculation of funds. According to the data, in the past two weeks, the main capital has bought 35 reorganized concept stocks, namely, Qunxing Toys (13. 19, -0.350, -2.58%) and Qinghai Gelatin (1 1.74,-1.

Recently, the market has repeatedly fluctuated and fallen, and the Shanghai Composite Index has plummeted by more than 10%, and the hot spots on the disk are weak. Relatively speaking, the concept of reorganization is strong, including Japanese ship culture (2 1.79, 1.980, 9.99%)(300 148) and star toys (002578). E investment in financial quantitative terminal monitoring, the main funds actively pay attention to restructuring concept stocks.

According to statistics, in the past two weeks, there were as many as 36 reorganization concept stocks that attracted the attention of institutions and hot money, of which institutions bought 15 targets and hot money bought 20. In terms of operating amount, the net purchase of institutions was 398 million yuan, the accumulated net purchase of hot money was 224 million yuan, and the net purchase of the two main players was 622 million yuan. It can be seen that many forces are obviously stronger than the empty side.

Overall, Qunxing Toys (002575) is the most favored by various funds, with a cumulative net purchase of 2160,000 yuan, far exceeding other targets. Looking at the detailed data, it is found that institutions and hot money funds concentrated on operating the stock on June 6, 65438. On the same day, the organization launched a fierce attack on the stock, spending 204 million yuan to promote the buyer's first seat, nearly five times that of the second seat. At the same time, the institutional takeover amount is about 65,438+05.69% of the total trading volume of the stock on that day (65,438+0.00,0.000%). In addition, Warburg Securities Zhoushan Jiefang West Road Sales Department, Kyushu Securities Heilongjiang Branch and other hot money are also actively sweeping goods, with a net purchase of more than 30 million yuan. According to the news, the company intends to acquire Sanzhou Nuclear Power, a domestic nuclear power military equipment manufacturer, by issuing shares, and at the same time raise more than 800 million yuan in matching funds. All three domestic nuclear power giants participated in the transaction. According to the company, Star Toys will form a dual main business of electronic and electric toys and nuclear power military equipment in the future.

In addition, Qinghai Gelatin (000606), Sanmao Paishen (000779), * * Dadiansheng (19.89, -0.8 10,-3.91%) and other stocks also received the main funds.

According to the quantitative terminal data of Easy Investment Finance, 359 hot money seats have participated in the speculation of restructuring concept stocks in the past two weeks, and the number of multi-party business departments is 150. In terms of transaction amount, the purchase amount was 4.979 billion yuan, the net sale amount was 4.755 billion yuan, and the net purchase amount of main hot money was 224 million yuan. It can be seen that both hot money and short money are enthusiastic about restructuring concept stock transactions, and many parties have the upper hand.

Shanghai Hot Money * * has four business departments in the top ten, namely orient securities (18.8 1, 0. 130, 0.70%), Yin Cheng Middle Road Business Department in Pudong New Area, Shanghai, Shenwan Hongyuan (8.87, 0.060, 0.68%) and East Minhang District, Shanghai. 0.3 1%) Shanghai Liyang Road Sales Department and Guotai Junan (19.9 1, 0.070, 0.35%) Shanghai Jiangsu Road Sales Department bought the reorganized concept stocks in turn in the last two weeks, with net purchases of 65,438+67 million yuan, 65,438+65 million yuan and 0.8 respectively. The business department of Yin Cheng Middle Road, Pudong New Area, orient securities mainly bought Qinghai Gelatin (000606) and Dagang Shares (16. 12, 0. 170, 1.07%) (002077), with a net purchase of1077. Shenwan Hongyuan Securities Shanghai Minhang District Dongchuan Road Sales Department is also interested in Qinghai gelatin, with a net purchase of1480,000 yuan and a small net purchase of Sanmao Paishen (000779)170,000 yuan. The other two business departments prefer BTG Hotel (600258) and * * Dadiansheng (002655) respectively, with net purchases of 527 1 10,000 yuan and 96.62 million yuan.

Founder Securities (7.7 1, 0.0 10, 0. 13%) and Hangzhou Siji Road Business Department of CITIC Securities are both in the top five, with the former betting on Qinghai Gelatin and Aerospace Communications (2 1.5 1,-/kloc-).

Mei Yan Jixiang (6. 1 1, -0.200, -3. 17%), as a securities concept stock, has been sought after by funds since August 20 15. After continuous adjustment, it has been favored by funds again this week. Its share price also rose strongly this week, with a weekly increase of 16.35% and a daily limit on Wednesday and Thursday.

E-investment financial quantitative terminal detection data shows that hot money continues to flow into speculative Mei Yan this week, but there are differences between long and short sides. Many parties bought 497 million yuan, and short sellers sold 249 million yuan. It is not difficult to see from the data list that Huatai Securities (15.26,0.120,0.79%) is the main force of this round of speculation about Mei Yan's good fortune. Three business departments of Huatai Securities Department appeared in the list of "Top Ten Seats of Meiyan Jixiang Net in the Last Two Weeks", with a total net purchase of 23 1 10,000 yuan, of which the top ten.

In addition to Huatai Securities, CITIC Securities also actively participated in Mei Yan's auspicious hype. According to the data, CITIC Securities Shanghai Hengfeng Road Sales Department and CITIC Securities Wenzhou Branch both bought Mei Yan Jixiang, with net purchases of 698 1.0 1.000 yuan and 386,555,400 yuan respectively, making a total net purchase of1.

As "Wang's Woman", Mei was actively sought after by funds from September 20 15 to June 20 10, and her share price climbed from September 23, 20 15 to June 23, 20 10, with an increase of 78.45%. For the sudden riot of auspicious stock price this week, the market shouted "the strong return of Wang Nv", which is considered as the "bargain-hunting point" of another wave of skyrocketing market. However, it should be noted that Mei Xiangyan's business situation in recent years is not good, the company's profitability is poor, and there are certain hidden dangers in its financial situation. This year, it will transfer its subsidiary again to improve its performance.

Huatai Securities Shanghai Wuding Road Sales Department participated in trading 13 stocks in the past two weeks, all of which were net purchases, with a total net purchase of 460 million yuan. The sales department, like the sales department of Huatai Securities Shenzhen Yitian Road Rongchao Business Center introduced last week, actively participated in the speculation of the first batch of new shares, and bought Reader Media (54.4 1. 1.050, 1.97%) (603999) and Bomin Electronics (48.98,-5.

On February 29th, at 65438, the sales department bought Bomin Electronics with a net purchase of1332.6438+0.2 million yuan. From the date of purchase to yesterday's close, Bomin Electronics rose as high as 67.56%. On the 6th and 7th of this week, the business department continued to intensify the speculation of new shares, and bought three stocks of Li Tao Bread, Reader Media and Shangmei Ecology, with net purchase amounts of 32,668,300 yuan, 188 18865438 yuan and 5,006,600 yuan respectively. These three stocks rose by 60.22%, 5.49% and 6 1.04% respectively this week. With the Shanghai Composite Index plummeting by 9.97% this week, new shares are wonderful.

In addition to the concept of new shares, the sales department also actively hyped the concept of annual report, buying beautiful group (5.07, -0.280, -5.23%)(000667) and Caixin Development (46.73, 1.370, 3.02%) (0002%) which launched annual reports this week. The two stocks rose by 12.98% and 24.57% respectively in the four trading days from the buying date to yesterday's closing, and remained firm and upward despite the sharp market crash.

In addition, the business department also bought Orchid Science and Technology Innovation (8.68, 0.060, 0.70%)(600 123) from the coal sector that suddenly rose this week, with a net purchase of 52.2782 million yuan. Orchid science and technology innovation has been very eye-catching this week, with an increase of 26. 15% this week.